See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,085 | $95,266-84.2% | $82,389-81.7% | $142,382-89.4% |
| Participation rate | 71.4% | 74.5%-3.0pp | 69.5%+1.9pp | 80.1%-8.7pp |
| Annual return | 16.27% | 25.74%-9.5pp | 28.67%-12.4pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,232 | $2,991-58.8% | $2,517-51.1% | $4,299-71.4% |
| Participant deferral / active EE | $2,476 | $4,809-48.5% | $4,155-40.4% | $6,507-61.9% |
| Admin fee / account holder | $497 | $8,563-94.2% | $7,231-93.1% | $12,624-96.1% |